As your CALGARY CPA accountant, making sure you have control of your finances is a priority.

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The end result is you get to do more of what you are passionate about running your Calgary business.

Bookkeeping & Accounting

We have been all through the recent pandemic which was a major threat to our security.

All along, I have been with clients during their emotional times like losing family members, or undergoing CRA audits, to the excitement of seeing them sell their Calgary business for what it was worth and retiring.

In my 20 years as an accountant, I have prepared approximately 5,000 tax returns, as well as reports, from bookkeeping to compilations, review engagements and trust returns.

As YOUR accountant, making sure you have control of your finances is a priority. This can help you feel more secure about the status of your business now and in the future.

Calgary Business Services I Offer

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Business Bookkeeping

Accurate bookkeeping helps my clients understand their financial position, make informed decisions, and plan for the future. It allows for better financial management, ensuring that all income and expenses are recorded correctly and tax obligations are met. Additionally, organized bookkeeping helps businesses access loans and investors, as it provides a clear and transparent view of the company’s financial health.

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Business Accounting

The benefit of my accounting service is that it provides essential information about a company’s financial performance. This includes revenue, expenses, profits, and losses, which help business owners to make decisions about their operations. My accounting services also help my clients plan for the future by providing forecasts, budgets, and cash flow projections.

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Business Taxation

Business accounting & bookkeeping provides the financial information needed to calculate taxable income, deductible expenses, and other tax-related matters. By keeping accurate and organized financial records, Calgary businesses can ensure that they are compliant with tax laws and regulations, avoid penalties and fines, and minimize their tax liability.

The end result is you get to do more of what you are passionate about running your business. If a problem arises you have a solution, that’s a good plan!

What's The Plan?

Personal Services I Offer

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Bookkeeping

Personal bookkeeping helps my clients keep track of their income and expenses, which allows them to create and stick to a budget. With a budget, individuals can prioritize their spending, avoid overspending, and save money for future goals.

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Taxation

I help individuals prepare for tax season by keeping track of all their income and expenses throughout the year. This makes it easier to file taxes accurately and claim all available deductions.

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Estate Calculations

Without accurate personal bookkeeping records, it can be difficult for the estate executor or administrator to determine the exact value of the estate and ensure that all debts are paid. This can lead to delays in distributing assets to beneficiaries and potentially even legal disputes.

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Retirement Calculations

I provide my clients with a clear picture of their overall financial situation, including their debt, savings, and investments. This information can help individuals make informed financial decisions and plan for their future.

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Trust Accounting & Returns

The trust accounting I provide is a valuable tool for managing assets and providing for loved ones, while also allowing individuals to maintain control over their assets and ensure that they are distributed according to their wishes.

You may think “I can’t afford all that” and you do not have to! I can offer assistance where you feel the need is greatest.